ECon: QuickBooks Class Codes


With ECon and EDT relating to Store 98, it is recommended that Class Codes be setup in QuickBooks so that you can differentiate sales within your QuickBooks.

NOTE:  If you are already a multi-store environment, you will only need to set up Store 98.

Follow the steps below to setup Class Codes for both QuickBooks Desktop and QuickBooks Online:

QuickBooks Desktop

First, in QuickBooks® Desktop:

  1. Go to Edit > Preferences > Accounting > Company Preferences.
  2. Check off Use Class Tracking for Transactions.

     
  3. Next you will need to go to Lists > Class List.

     
  4. And Add the stores here, as seen in the image below:

Next, back in The Edge:

  1. Navigate to Administrative > QuickBooks > Set Up QuickBooks Integration.
  2. Go to the Stores tab and link the newly created Class Codes.

     
  3. Click OK to save your changes.

QuickBooks Online

First, in QuickBooks Online:

  1. Go to Settings > All Lists > Classes.


 

Next, back in The Edge:

  1. Navigate to Administrative > QuickBooks > Set Up QuickBooks Integration.
  2. Go to the Stores tab and link the newly created Class Codes.

     
  3. Click OK to save your changes.

Sample G/L Report

 

 

Updated on Tue, 18 May 2021 by Angela Chiaravalle

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